CERTUITY, LLC - Financial Advisor in Florida, North Palm Beach

Tel: 561-693-3255 1295 Us Highway One Third Floor North Palm Beach, Florida 33408

About CERTUITY, LLC

CERTUITY, LLC is a North Palm Beach, Florida based financial advisory firm with nearly $3,961,766,158 in assets under management and provides investment advisory services for 3286 clients. There are currently 41 financial advisors at the firm.

General Information

Firm CRD#:

129505

Firm SEC#:

801-62580

Assets Under Management:

$3,961,766,158

No. of Clients:

3286

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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